Senior Analyst, Alternatives

BMO Financial Group

Toronto, Canada
Base: $78,400.00 - $144,900.00; bonus/equity: may ...
Advanced financial modelling skills
Investment committee material preparation
Due diligence on alternative managers
The role supports the end-to-end lifecycle of the Alternatives Partnerships business by combining investment analysis with fund building and oversight

Job Summary

  • The role supports the end-to-end lifecycle of the Alternatives Partnerships business by combining investment analysis with fund building and oversight.
  • Candidates will prepare investment committee-ready materials, conduct thorough due diligence on managers, and assist in launching new investment products.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role supports the end-to-end lifecycle of the Alternatives Partnerships business by combining investment analysis with fund building and oversight.

Salary

Base: $78,400.00 - $144,900.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Advanced financial modelling skills
  • Investment committee material preparation
  • Due diligence on alternative managers
  • Strong analytical and writing skills
  • Portfolio risk analysis expertise

Nice-to-have

  • Experience with legal document review
  • Client-facing presentation capabilities
  • Process improvement mindset
  • Ability to manage multiple priorities
  • Collaboration across internal stakeholders

Key Requirements

  • Undergraduate degree in Finance, Economics, or Business
  • Advanced Excel and PowerPoint proficiency
  • Prior capital markets or investment banking experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter